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Laidlaw Wealth Management’s ProShares Short QQQ PSQ Stock Holding History

Laidlaw Wealth Management’s Portfolio PSQ Stock Details PSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,000
Closed -$789K – 195
2024
Q3 		$789K Buy
20,000
+1,560
+8% +$64.3K 0.39% 72
2024
Q2 		$747K Buy
18,440
+424
+2% +$18.5K 0.41% 67
2024
Q1 		$789K Buy
+18,016
New +$821K 0.44% 65
2023
Q4 		– Sell
-21,369
Closed -$1.16M – 267
2023
Q3 		$1.16M Hold
21,369
– – 0.38% 80
2023
Q2 		$1.13M Buy
+21,369
New +$1.25M 0.22% 110

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JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Laidlaw Wealth Management's PSQ Position: Q4 2024 in Review

Laidlaw Wealth Management sold out of ProShares Short QQQ (PSQ) in Q4 2024, closing a stake of 20,000 shares — an estimated $789K sold.

Laidlaw Wealth Management first reported a position in PSQ in Q2 2023 and held it in 5 quarters. The position peaked at $1.16M in Q3 2023. 74 funds tracked by Wall St. Rank hold PSQ as of Q4 2024.

  • Laidlaw Wealth Management reported no remaining ProShares Short QQQ position as of Q4 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 20,000 ProShares Short QQQ shares in Q4 2024, an estimated $789K.
  • Laidlaw Wealth Management first reported a position in ProShares Short QQQ in Q2 2023 and held it in 5 quarters.
  • Laidlaw Wealth Management's ProShares Short QQQ position peaked at $1.16M in Q3 2023.
  • 74 funds tracked by Wall St. Rank held ProShares Short QQQ as of Q4 2024.

Based on Laidlaw Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.